Intentional Wealth Strategies, LLC
COLORADO SPRINGS CO · SEC CIK 0002119881
$1.07亿2026Q2 申报市值
68持仓数
63.1%前十大占比 · 第一大 20.9%
3 / 877新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TDI 加仓+$687.43万
VOO 加仓+$382.35万
BLCR 新建仓+$229.14万
IALT 新建仓+$226.22万
SHLD 加仓+$86.51万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$284.09万
AVEM 减仓-$261.99万
BKDV 减仓-$197.39万
DYNF 减仓-$193.34万
EFV 清仓-$173.87万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -32 | -100.0% | -$4,628 | 清仓 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -46 | -100.0% | -$4,606 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$4,579 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -21 | -100.0% | -$4,549 | 清仓 |
| FDUS | FIDUS INVT CORP | $0 | 0.00% | 0 | -260 | -100.0% | -$4,529 | 清仓 |
| TK | TEEKAY CORPORATION LTD | $0 | 0.00% | 0 | -366 | -100.0% | -$4,469 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -78 | -100.0% | -$4,392 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -23 | -100.0% | -$4,361 | 清仓 |
| INMD | INMODE LTD | $0 | 0.00% | 0 | -318 | -100.0% | -$4,350 | 清仓 |
| STN | STANTEC INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,320 | 清仓 |
| ASTE | ASTEC INDS INC | $0 | 0.00% | 0 | -80 | -100.0% | -$4,307 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -15 | -100.0% | -$4,257 | 清仓 |
| ALNT | ALLIENT INC | $0 | 0.00% | 0 | -72 | -100.0% | -$4,254 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$4,228 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -29 | -100.0% | -$4,212 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$4,170 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4,160 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -13 | -100.0% | -$4,084 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$4,079 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -45 | -100.0% | -$4,055 | 清仓 |
| SNX | TD SYNNEX CORPORATION | $0 | 0.00% | 0 | -24 | -100.0% | -$4,049 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -109 | -100.0% | -$4,034 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -36 | -100.0% | -$4,009 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -168 | -100.0% | -$4,000 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -83 | -100.0% | -$3,982 | 清仓 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | -29 | -100.0% | -$3,978 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -47 | -100.0% | -$3,976 | 清仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $0 | 0.00% | 0 | -496 | -100.0% | -$3,938 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -64 | -100.0% | -$3,907 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -46 | -100.0% | -$3,905 | 清仓 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -46 | -100.0% | -$3,904 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$3,881 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -65 | -100.0% | -$3,842 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -16 | -100.0% | -$3,830 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$3,783 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -18 | -100.0% | -$3,781 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -377 | -100.0% | -$3,774 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -64 | -100.0% | -$3,742 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -51 | -100.0% | -$3,732 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -11 | -100.0% | -$3,731 | 清仓 |
| PII | POLARIS INC | $0 | 0.00% | 0 | -68 | -100.0% | -$3,706 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -60 | -100.0% | -$3,697 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -28 | -100.0% | -$3,666 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$3,659 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -161 | -100.0% | -$3,658 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$3,639 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$3,596 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -139 | -100.0% | -$3,585 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$3,580 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -27 | -100.0% | -$3,564 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -58 | -100.0% | -$3,563 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -89 | -100.0% | -$3,551 | 清仓 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | -132 | -100.0% | -$3,540 | 清仓 |
| CSTM | CONSTELLIUM SE | $0 | 0.00% | 0 | -144 | -100.0% | -$3,540 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$3,527 | 清仓 |
| NZF | NUVEEN MUN CR INCOME FD | $0 | 0.00% | 0 | -289 | -100.0% | -$3,520 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,468 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -47 | -100.0% | -$3,464 | 清仓 |
| ALG | ALAMO GROUP INC | $0 | 0.00% | 0 | -21 | -100.0% | -$3,464 | 清仓 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$3,444 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$3,427 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -392 | -100.0% | -$3,422 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$3,419 | 清仓 |
| CYD | CHINA YUCHAI INTL LTD | $0 | 0.00% | 0 | -88 | -100.0% | -$3,388 | 清仓 |
| CGAU | CENTERRA GOLD INC | $0 | 0.00% | 0 | -190 | -100.0% | -$3,380 | 清仓 |
| APEI | AMERICAN PUB ED INC | $0 | 0.00% | 0 | -59 | -100.0% | -$3,356 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,335 | 清仓 |
| SNDR | SCHNEIDER NATIONAL INC | $0 | 0.00% | 0 | -126 | -100.0% | -$3,321 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$3,297 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -100 | -100.0% | -$3,295 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -10 | -100.0% | -$3,286 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -32 | -100.0% | -$3,270 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -295 | -100.0% | -$3,260 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$3,260 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -13 | -100.0% | -$3,249 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -29 | -100.0% | -$3,231 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$3,154 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -120 | -100.0% | -$3,134 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$3,096 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -148 | -100.0% | -$3,093 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -194 | -100.0% | -$3,071 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$3,071 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -24 | -100.0% | -$3,060 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$3,059 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -86 | -100.0% | -$3,053 | 清仓 |
| NTCT | NETSCOUT SYS INC | $0 | 0.00% | 0 | -96 | -100.0% | -$3,052 | 清仓 |
| MTX | MINERALS TECHNOLOGIES INC | $0 | 0.00% | 0 | -43 | -100.0% | -$3,050 | 清仓 |
| RUSHA | RUSH ENTERPRISES INC | $0 | 0.00% | 0 | -46 | -100.0% | -$3,041 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -47 | -100.0% | -$3,013 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | -44 | -100.0% | -$3,006 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,003 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $0 | 0.00% | 0 | -43 | -100.0% | -$2,983 | 清仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $0 | 0.00% | 0 | -357 | -100.0% | -$2,963 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,949 | 清仓 |
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | -155 | -100.0% | -$2,931 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -181 | -100.0% | -$2,874 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -145 | -100.0% | -$2,864 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -210 | -100.0% | -$2,837 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,817 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,799 | 清仓 |